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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,574 | $165,381-21.7% | $149,730-13.5% | $158,966-18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.86% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.1pp |
| Employer contribution / active EE | $14,713 | $5,104+188.2% | $4,645+216.7% | $4,762+208.9% |
| Participant deferral / active EE | $9,951 | $7,182+38.6% | $6,843+45.4% | $5,983+66.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |